Portföy farkı
LMR Partners LLP
Q1 2026 ⇄ Q2 2026
+150Eklendi
−150Kaldırıldı
200Yeniden boyutlandırıldı
170Değişmedi
Eklendi (Q2 2026)
Kaldırıldı (içinde tutuluyordu Q1 2026)
Yeniden boyutlandırılan pozisyonlar
| Menkul kıymet | Q1 2026 hisseler | Q2 2026 hisseler | Değişim |
|---|---|---|---|
| SMH VANECK ETF TRUST | 1 | 123.73K | +12373000.0% |
| PANW PALO ALTO NETWORKS INC | 1 | 67.50K | +6749900.0% |
| ARKK ARK ETF TR | 1 | 65.64K | +6564200.0% |
| GE GE AEROSPACE | 2 | 112.40K | +5619900.0% |
| AMZN AMAZON COM INC | 3 | 135.17K | +4505600.0% |
| COP CONOCOPHILLIPS | 15 | 220.43K | +1469413.3% |
| BSX BOSTON SCIENTIFIC CORP | 14 | 69.10K | +493471.4% |
| ETR ENTERGY CORP NEW | 2 | 3.30K | +164900.0% |
| TXNM TXNM ENERGY INC | 1.47K | 943.49K | +64039.2% |
| UBER UBER TECHNOLOGIES INC | 30.00K | 15.00M | +49900.0% |
| NVDA NVIDIA CORPORATION | 2.04K | 600.00K | +29254.2% |
| PYPL PAYPAL HLDGS INC | 70 | 20.00K | +28471.4% |
| UNF UNIFIRST CORP MASS | 215 | 44.70K | +20690.7% |
| GRAB GRAB HOLDINGS LIMITED | 14.70K | 2.95M | +19939.6% |
| NIO NIO INC | 249.00K | 45.00M | +17972.3% |
| COST COSTCO WHOLESALE… | 136 | 15.05K | +10966.2% |
| HLT HILTON WORLDWIDE HLDGS… | 115 | 11.90K | +10247.0% |
| NOK NOKIA CORP | 8.60K | 822.24K | +9459.9% |
| PPTA PERPETUA RESOURCES CORP | 1.17K | 110.00K | +9269.7% |
| AZN ASTRAZENECA PLC | 175 | 15.25K | +8614.3% |
| FLTR.L FLUTTER ENTMT PLC | 100 | 7.88K | +7784.0% |
| VISN VISTANCE NETWORKS INC | 3.26K | 250.00K | +7559.3% |
| GEV GE VERNOVA INC | 10 | 714 | +7040.0% |
| NSC NORFOLK SOUTHN CORP | 600 | 42.82K | +7037.3% |
| MRNA MODERNA INC | 699 | 47.36K | +6674.8% |
| BMY BRISTOL-MYERS SQUIBB CO | 5.00K | 315.53K | +6210.6% |
| COGT COGENT BIOSCIENCES INC | 956 | 50.00K | +5130.1% |
| BKNG BOOKING HOLDINGS INC | 165 | 8.24K | +4893.9% |
| AES AES CORP | 100.00K | 4.12M | +4024.7% |
| VAL VALARIS LTD | 926 | 36.40K | +3830.8% |
| NKTR NEKTAR THERAPEUTICS | 2.67K | 100.00K | +3639.7% |
| NWE NORTHWESTERN ENERGY… | 903 | 33.62K | +3623.0% |
| APGE APOGEE THERAPEUTICS INC | 1.46K | 45.00K | +2980.1% |
| CRCL CIRCLE INTERNET GROUP… | 8.04K | 236.56K | +2843.1% |
| RIG TRANSOCEAN LTD | 13.92K | 378.40K | +2617.6% |
| CEG CONSTELLATION ENERGY… | 830 | 20.45K | +2363.9% |
| MAR MARRIOTT INTL INC NEW | 1.61K | 37.90K | +2248.2% |
| CTMX CYTOMX THERAPEUTICS INC. | 11.72K | 273.21K | +2231.6% |
| AVB AVALONBAY CMNTYS INC | 934 | 19.00K | +1933.8% |
| KLAC KLA CORP | 4.00K | 80.00K | +1900.0% |
| GOOG ALPHABET INC | 190 | 3.59K | +1790.5% |
| SOLS SOLSTICE ADVANCED MATLS… | 5.40K | 100.00K | +1752.5% |
| FLR FLUOR CORP | 8.65K | 150.00K | +1634.5% |
| HYMC HYCROFT MINING HOLDING… | 6.58K | 106.52K | +1518.3% |
| JNJ JOHNSON & JOHNSON | 51 | 809 | +1486.3% |
| GLBKV LIBERTY CAP CORP | 6.74K | 100.00K | +1383.9% |
| HOOD ROBINHOOD MKTS INC | 10.00K | 140.00K | +1300.0% |
| MRK MERCK & CO INC | 3.00K | 40.00K | +1233.3% |
| RUN SUNRUN INC | 3.10K | 38.14K | +1131.0% |
| ESPR ESPERION THERAPEUTICS… | 35.86K | 400.00K | +1015.5% |
| TALK TALKSPACE INC | 100.00K | 976.14K | +876.1% |
| OGN ORGANON & CO | 13.21K | 126.84K | +860.0% |
| VRDN VIRIDIAN THERAPEUTICS… | 1.16K | 10.00K | +762.8% |
| CRWV COREWEAVE INC | 7.49K | 62.63K | +736.2% |
| AMAT APPLIED MATLS INC | 4.99K | 41.25K | +726.7% |
| NXT NEXTPOWER INC | 3.25K | 26.63K | +719.5% |
| VIK VIKING HOLDINGS LTD | 17.45K | 127.60K | +631.1% |
| BBAI BIGBEAR AI HLDGS INC | 185.17K | 1.29M | +597.1% |
| RLMD RELMADA THERAPEUTICS INC | 7.98K | 55.60K | +596.4% |
| CIEN CIENA CORP | 1.74K | 12.00K | +589.3% |
| VIAV VIAVI SOLUTIONS INC | 3.31K | 21.99K | +563.5% |
| PFE PFIZER INC | 39.99K | 260.99K | +552.7% |
| XBI SPDR SERIES TRUST | 20.70K | 131.71K | +536.3% |
| CCO CLEAR CHANNEL OUTDOOR… | 212.00K | 1.35M | +535.2% |
| SBUX STARBUCKS CORP | 16.38K | 99.50K | +507.5% |
| GLW CORNING INC | 35.07K | 208.40K | +494.2% |
| CORZZ CORE SCIENTIFIC INC NEW | 6.25K | 36.96K | +491.7% |
| SMMT SUMMIT THERAPEUTICS INC | 11.84K | 67.54K | +470.7% |
| META META PLATFORMS INC | 5.50K | 30.69K | +457.5% |
| PBR PETROLEO BRASILEIRO S A | 100.00K | 550.00K | +450.0% |
| QRVO QORVO INC | 102.32K | 552.64K | +440.1% |
| SLAB SILICON LABORATORIES INC | 489 | 2.49K | +408.8% |
| STX SEAGATE TECHNOLOGY… | 954 | 4.40K | +361.2% |
| IGV ISHARES TR | 60.00K | 238.47K | +297.4% |
| VRT VERTIV HOLDINGS CO | 5.08K | 19.83K | +290.7% |
| DRTS ALPHA TAU MEDICAL LTD | 409.65K | 1.49M | +264.9% |
| BDX BECTON DICKINSON & CO | 2.46K | 8.89K | +261.1% |
| NVS NOVARTIS AG | 43.10K | 153.73K | +256.6% |
| BLK BLACKROCK INC | 226 | 798 | +253.1% |
| IHS IHS HOLDING LIMITED | 64.07K | 211.78K | +230.6% |
| TCOM TRIP COM GROUP LTD | 12.20M | 40.00M | +227.9% |
| SHEL SHELL PLC | 396.03K | 1.28M | +224.1% |
| XONA.DE EXXON MOBIL CORP | 3.04K | 9.54K | +213.3% |
| INTU INTUIT | 3.70K | 10.85K | +193.2% |
| ON ON SEMICONDUCTOR CORP | 12.95K | 36.95K | +185.4% |
| ECHO ECHOSTAR CORP | 250.00K | 687.23K | +174.9% |
| LBRDA LIBERTY BROADBAND CORP | 13.05K | 34.85K | +167.0% |
| AXP AMERICAN EXPRESS CO | 5.21K | 13.89K | +166.5% |
| SDRL SEADRILL LTD | 54.44K | 141.95K | +160.8% |
| PEP PEPSICO INC | 15.19K | 39.55K | +160.4% |
| MU MICRON TECHNOLOGY INC | 270 | 700 | +159.3% |
| GDX VANECK ETF TRUST | 275.00K | 712.78K | +159.2% |
| CRWD CROWDSTRIKE HLDGS INC | 52 | 133 | +155.8% |
| INSM INSMED INC | 3.30K | 8.40K | +154.5% |
| UNIT UNITI GROUP LLC | 4.00M | 10.00M | +150.0% |
| MDLN MEDLINE INC | 27.47K | 66.30K | +141.3% |
| SBET SHARPLINK INC | 86.60K | 205.00K | +136.7% |
| BHF BRIGHTHOUSE FINL INC | 3.82K | 9.00K | +135.4% |
| C CITIGROUP INC | 2.29K | 5.37K | +134.1% |
| CTVA CORTEVA INC | 22.04K | 45.96K | +108.5% |
| SYK STRYKER CORPORATION | 4.71K | 9.60K | +104.0% |
| TTD THE TRADE DESK INC | 14.33K | 29.24K | +104.0% |
| HCAC HALL CHADWICK… | 450.00K | 900.00K | +100.0% |
| CMG CHIPOTLE MEXICAN GRILL… | 115.21K | 1 | -100.0% |
| F FORD MTR CO | 91.97K | 1 | -100.0% |
| ZIM ZIM INTEGRATED SHIPPING… | 60.00K | 1 | -100.0% |
| NBIX NEUROCRINE BIOSCIENCES… | 55.54K | 1 | -100.0% |
| KDP KEURIG DR PEPPER INC | 108.26K | 2 | -100.0% |
| NTES NETEASE COM INC | 24.71K | 3 | -100.0% |
| RVMD REVOLUTION MEDICINES INC | 3.84M | 3.00K | -99.9% |
| PL PLANET LABS PBC | 668.28K | 572 | -99.9% |
| RZLV REZOLVE AI PLC | 70.40K | 120 | -99.8% |
| TROW PRICE T ROWE GROUP INC | 10.75K | 21.47K | +99.8% |
| CYTK CYTOKINETICS INC | 12.50M | 34.65K | -99.7% |
| W WAYFAIR INC | 36.09M | 125.00K | -99.7% |
| MSTR STRATEGY INC | 15.00M | 83.70K | -99.4% |
| ABVX ABIVAX SA | 50.00K | 357 | -99.3% |
| ORCL ORACLE CORP | 138.50K | 1.00K | -99.3% |
| ARRY ARRAY TECHNOLOGIES INC | 110.00K | 800 | -99.3% |
| MTZ MASTEC INC | 32.41K | 300 | -99.1% |
Seçilen iki çeyrek arasında ham hisse adedi karşılaştırması (raporlandığı şekliyle; uzak çeyrekler arasındaki bölünmeler burada ayarlanmaz — yönetici sayfasındaki çeyreklik değişim sekmeleri bölünme açısından ayarlanmıştır). Yalnızca eşleştirilmiş tickerları olan adi hisse senedi pozisyonları.
Kaynak: Her iki anlık görüntü de yöneticinin ayrıştırılmış 13F bilgi tablolarından (en son kabul edilmiş versiyonlar) alınmıştır.
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